Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Spartan 500 Index Fund - Fidelity Advantage Class (i) | Other securities | — | — | $14.7M | 19.6% | |
| Fidelity Investments Fidelity Contrafund K (i) | Other securities | — | — | $13.0M | 17.3% | |
| Fidelity Investments Federal Money Market (i) | Cash / Money Market | — | — | $8.2M | 10.9% | |
| Fidelity Investments Spartan Extended Market Index Fund-Fidelity Advantage Class (i) | Other securities | — | — | $4.6M | 6.1% | |
| Fidelity Investments Brokerage Link (i) | Other securities | — | — | $3.7M | 4.9% | |
| Fidelity Investments Fidelity Freedom 2030 K (i) | Other securities | — | — | $3.3M | 4.4% | |
| Fidelity Investments Fidelity International Discovery K (i) | Other securities | — | — | $2.7M | 3.6% | |
| Baron Funds Baron Asset Fund Institutional Class (i) | Other securities | — | — | $2.6M | 3.4% | |
| Fidelity Investments Fidelity Freedom 2045 K (i) | Other securities | — | — | $2.5M | 3.3% | |
| MFS Value R4 (i) | Other securities | — | — | $1.9M | 2.6% | |
| Fidelity Investments Fidelity Freedom 2035 K (i) | Other securities | — | — | $1.9M | 2.6% | |
| Fidelity Investments Fidelity Freedom 2040 K (i) | Other securities | — | — | $1.7M | 2.3% | |
| Oakmark Funds Oakmark Equity And Income Fund Investor Class (i) | Other securities | — | — | $1.7M | 2.3% | |
| Fidelity Investments Fidelity Freedom 2050 K (i) | Other securities | — | — | $1.6M | 2.1% | |
| Fidelity Investments Fidelity Freedom 2025 K (i) | Other securities | — | — | $981K | 1.3% | |
| Pimpco PIMCO Total Return Fund Class I-2 (i) | Other securities | — | — | $955K | 1.3% | |
| VictoryCapital Victory Trivalent International Small-Cap Fund (i) | Other securities | — | — | $933K | 1.2% | |
| Eaton Vance Eaton Vance Income Fund of Boston Class I (i) | Other securities | — | — | $843K | 1.1% | |
| Fidelity Investments Spartan US Bond Index Fund-Fidelity Advantage Class (i) | Other securities | — | — | $831K | 1.1% | |
| Fidelity Investments Fidelity Four-in-One Index (i) | Other securities | — | — | $793K | 1.1% | |
| Wells Fargo & Co. Wells Fargo Special Mid Cap Value Fund Class R6 (i) | Common Stock | — | — | $736K | 1.0% | |
| Fidelity Investments Fidelity Freedom 2020 K (i) | Other securities | — | — | $734K | 1.0% | |
| Fidelity Investments Spartan Global ex U.S. Index Fund-Fidelity Advantage Class (i) | Other securities | — | — | $702K | 0.9% | |
| various maturity dates through January 2035, secured by the participant's vested balance. -0- | Other securities | — | — | $638K | 0.9% | |
| T. Rowe Price T. Rowe Price Small-Cap Value Fund Advisor Class (i) | Other securities | — | — | $589K | 0.8% | |
| Victory Sophus Victory Sophus Emerging Markets Class R6 (i) | Other securities | — | — | $476K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2060 K (i) | Other securities | — | — | $462K | 0.6% | |
| Fidelity Investments Fidelity Freedom 2055 K (i) | Other securities | — | — | $460K | 0.6% | |
| Fidelity Investments Fidelity Government Income (i) | Other securities | — | — | $376K | 0.5% | |
| Fidelity Investments Fidelity Freedom 2010 K (i) | Other securities | — | — | $257K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2015 K (i) | Other securities | — | — | $127K | 0.2% | |
| Fidelity Investments Fidelity Freedom 2065 K (i) | Other securities | — | — | $57K | <0.1% | |
| Fidelity Investments Fidelity Freedom Income K (i) | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
